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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,562 | $45,050+12.2% | $63,018-19.8% | $70,126-27.9% |
| Participation rate | 86.2% | 69.5%+16.7pp | 74.8%+11.4pp | 69.5%+16.7pp |
| Annual return | 13.71% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,331 | $2,466-46.0% | $3,330-60.0% | $3,332-60.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |